Nathan McKelvey

03/08/2025

Spring is sprung! The flowers are blooming and new beginnings are calling! Are you ready to embrace the season's magic and cultivate your financial future? Let's connect and explore fresh opportunities together!

03/05/2025

A lot can change in one hour. Like choosing to take the first step toward eliminating debt or to protect your loved ones. This , if you have questions about how to ensure a brighter financial future, reach out to me and let's set up time to meet.

03/03/2025

Watch to learn Maria's touching story about losing her mother and how that experience set her on a new path to help others take care of the ones they love.

03/01/2025

While artificial intelligence (AI) has been heralded as the next great transformative technology, it’s slower pace of visible economic impact is creating a challenge for businesses trying to measure return on investment (ROI) in their AI initiatives.

While generative AI (GenAI) and other AI technologies have immense potential, businesses must look beyond conventional metrics to understand their true ROI.

02/26/2025

What is the Social Security Fairness Act and what should public sector retirees know?

This Social Security Fairness Act checklist explains what public sector retirees can expect from SSFA, including how much more money they might receive.

02/24/2025

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. Here's what an M&A deal may mean.

02/20/2025

Watching your grandkids grow up is a grandparent's greatest joy, but being able to help them become who they want to be is one of the greatest gifts you can give. Learn how a 529 college savings plan and supplemental funding from a whole life insurance policy can help you give the next generation a gift they'll always cherish.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

02/17/2025

Is paying off your student loans getting in the way of other important financial goals? Check out this video and let me know if you’d like to hear about some smart, flexible ways to take control of your financial future. https://bcove.video/32oonh3

02/17/2025

"Children have never been very good at listening to their elders, but they have never failed to imitate them." —James Baldwin. What are some of your habits that you would want others to adopt?

02/17/2025

Insure Your Love Month may be coming to a close, but your need for life insurance coverage is year-round.

02/17/2025

Join us at this free seminar where we will discuss how to overcome the blind spots of traditional diversification and how our Macro Balance Strategy can help create a customized approach for your financial portfolio.
Date: March 12, 2025
Time: 5:30-7:30pm
Location: Chinese Cultural Center
We hope to see you at this informational and insurance sales seminar.

05/10/2024

What’s a goal that you need to start working on?